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Average Ratings 0 Ratings

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ease
features
design
support

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Description

JumpMD is an innovative platform tailored for managing healthcare referrals, aimed at assisting medical practices in streamlining the organization, tracking, and conversion of patient referrals into scheduled appointments. By consolidating all incoming referrals within a unified dashboard, the platform enables staff to efficiently oversee and track the progression of each referral, from initial intake to scheduling and follow-up care. The system replaces outdated manual methods like spreadsheets and handwritten notes, offering a clear view of referral pipelines and ensuring that every patient opportunity is capitalized on. Additionally, it features tools that empower teams to follow up with patients who have been referred multiple times, thereby enhancing the chances of transforming referrals into actual appointments. Automatic status updates are sent to referring providers, keeping them informed about the status of their patients and fostering stronger professional relationships that encourage ongoing referrals. This comprehensive approach not only benefits medical practices but also enhances the overall patient experience, making it easier for individuals to receive the care they need.

Description

Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Gmail
Slybroadcast
VoiceDrop.ai

Integrations

ActiveCampaign
Gmail
Slybroadcast
VoiceDrop.ai

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

JumpMD

Country

United States

Website

jumpmd.com

Vendor Details

Company Name

MLO Shift

Founded

2016

Country

United States

Website

www.mloshift.com

Product Features

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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